THE PROCESS
What happens
Every Audit starts with a free 30-minute call.
01
Intake
A short questionnaire and read-only access to the tools you already use.
02
Working session
60 to 90 minutes with Dynasty on your numbers, systems, team, and owner dependence.
03
Report
Your scored Audit and 90-day roadmap, delivered within one week.
04
Review call
Walk through the roadmap and decide what to build first.
YOUR DELIVERABLES
What you walk away with
- A score across Financial Visibility, Operational Transferability, Systemization, and Growth Durability.
- The top three things a buyer would discount you for today.
- A 90-day roadmap naming the exact systems that close each gap.
- Data Asset Assessment
- Owner Handoff Pack
The Audit fee is credited in full toward any system you build with us.
Built in 14 days.
We build first. Most systems are live within 14 days of your Audit.
OWNERSHIP CLAUSE
You own what we build.
You own your data, content, workflows and configurations. Platform accounts transfer to your own login at handoff, with a documented Owner Handoff Pack.